Curtis Advisory Group’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Curtis Advisory Group’s Portfolio PTLC Stock Details PTLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.78M	Buy	82,068 +1,304	+2%	+$73.8K	0.93%	29
2026 Q1	$4.24M	Buy	80,764 +613	+0.8%	+$34K	0.91%	29
2025 Q4	$4.45M	Buy	80,151 +3	+0%	+$167	0.93%	28
2025 Q3	$4.39M	Sell	80,148 -107	-0.1%	-$5.63K	0.99%	27
2025 Q2	$4.07M	Buy	80,255 +4,510	+6%	+$221K	1.02%	27
2025 Q1	$3.9M	Buy	75,745 +22,609	+43%	+$1.21M	1.14%	24
2024 Q4	$2.84M	Buy	53,136 +7,390	+16%	+$399K	0.75%	30
2024 Q3	$2.4M	Buy	45,746 +8,809	+24%	+$445K	0.68%	31
2024 Q2	$1.84M	Buy	36,937 +6,590	+22%	+$315K	0.65%	34
2024 Q1	$1.45M	Buy	30,347 +3,580	+13%	+$162K	0.56%	35
2023 Q4	$1.16M	Buy	+26,767	New	+$1.1M	0.53%	35

Other funds holding PTLC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Curtis Advisory Group's PTLC Position: Q2 2026 in Review

Curtis Advisory Group increased its Pacer Trendpilot US Large Cap ETF (PTLC) stake by 1.6% in Q2 2026, buying an estimated $73.8K and bringing the position to 82,068 shares worth $4.78M. The position accounts for 0.93% of the portfolio, ranked #29.

Curtis Advisory Group first reported a position in PTLC in Q4 2023 and has held it in 11 quarters since. 246 funds tracked by Wall St. Rank hold PTLC as of Q2 2026.

Curtis Advisory Group held 82,068 shares of Pacer Trendpilot US Large Cap ETF worth $4.78M as of Q2 2026.
Curtis Advisory Group bought 1,304 Pacer Trendpilot US Large Cap ETF shares in Q2 2026, an estimated $73.8K.
Pacer Trendpilot US Large Cap ETF made up 0.93% of Curtis Advisory Group's portfolio in Q2 2026, its #29 holding.
Curtis Advisory Group first reported a position in Pacer Trendpilot US Large Cap ETF in Q4 2023 and has held it in 11 quarters since.
246 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.